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AI-native automation

Automate work acrossExpensify and Oracle Fusion ERPwith Caddi AI Agents.

Automate anything you do across Expensify, Oracle Fusion ERP, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.

Free for one user.

How to connect Expensify and Oracle Fusion ERP

  1. Connect Expensify to Caddi

    Allow

    1Sign in to Expensify

    One click with your own Expensify login. No API keys.

  2. Connect Oracle Fusion ERP to Caddi

    Allow

    2Sign in to Oracle Fusion ERP

    The same click again. Both tools are connected.

  3. Create invoice in Oracle Fusion ERP when new expense report in Expensify.

    ScreenshareType it

    3Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  4. Running

    14 done1 for review

    4Watch it run

    Caddi does the work and flags anything unsure for review.

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors

What Caddi is and how it works

An AI teammate that runs your back-office loops.

  • Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
  • Taught like a new hire. Walk Caddi through the work once. Tweak it later by chat, with no workflow builder to re-architect.

SOC 2 attested · Human-in-the-loop · Full audit trail · 150+ tools across legal, finance, and operations

Practical ways to use Expensify and Oracle Fusion ERP together

  • 01

    Create invoice in Oracle Fusion ERP when new expense report in Expensify.

    Caddi watches Expensify for new expense report and create invoice in Oracle Fusion ERP. No copy-paste, no missed records.

  • 02

    Create expense in Expensify when invoice created in Oracle Fusion ERP.

    Caddi watches Oracle Fusion ERP for invoice created and create expense in Expensify so the two systems stay in lockstep.

  • 03

    Create journal in Oracle Fusion ERP from Expensify events.

    When report approved happens in Expensify, Caddi create journal in Oracle Fusion ERP with the right context attached.

Actions Caddi can take across Expensify and Oracle Fusion ERP

  • Expensify

    New expense report

    Triggers when an expense report is submitted.

  • Expensify

    Report approved

    Triggers when a report is approved for reimbursement.

  • Expensify

    Create expense

    Add an expense with amount, category, and receipt.

  • Expensify

    Create report

    Open a new expense report for an employee.

  • Expensify

    Submit report

    Submit an expense report for approval.

  • Oracle Fusion ERP

    Invoice created

    Triggers when a payables invoice is entered.

  • Oracle Fusion ERP

    Invoice approved

    Triggers when an invoice clears approval.

  • Oracle Fusion ERP

    Period closed

    Triggers when an accounting period closes.

  • Oracle Fusion ERP

    Create invoice

    Enter a payables invoice with lines.

  • Oracle Fusion ERP

    Create journal

    Post a journal entry to the ledger.

  • Oracle Fusion ERP

    Fetch balances

    Export account balances for a period.

Common questions

How does Caddi connect Expensify and Oracle Fusion ERP?

Expensify and Oracle Fusion ERP just run together. You teach Caddi the way you'd teach a new hire: walk it through how you use them today, with no workflow builder to wire up. Caddi turns that walkthrough into a verified loop and runs it against Expensify and Oracle Fusion ERP end-to-end.

Do I need engineering help?

No. Whoever does the work today walks Caddi through it on a call, the same way they'd train a new hire. Caddi builds the loop. No code, no IT ticket.

Is my data safe?

Yes. Caddi is SOC 2 attested. The AI watches and builds the automation, and once the loop ships it runs as deterministic code, repeatable and logged, with any model step scoped and reviewable.

Can Caddi connect Expensify and Oracle Fusion ERP to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Expensify + Oracle Fusion ERP loop is live, Caddi suggests other tools and other workflows to fold in.

How fast can it go live?

Typical first loops ship within a week of that first walkthrough. The Caddi team reviews every loop before it runs in production.

Ready to automate Expensify and Oracle Fusion ERP?

Drop your work email and we'll show you Caddi running end-to-end against Expensify, Oracle Fusion ERP, and the rest of your stack.